Business Continuation

Many business owners depend on their business to provide income, security and in some cases, a legacy for their family.Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business.

Who’s this for?

Key Person

Shareholder

Buy Sell Arrangement

Business Loan/Overhead Risk

Priorities

Retain Key Employees and Shareholders

Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die

Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die

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Prime Interest Rate: 2.70%

About Us

Dave looks at all aspects of a client’s financial circumstances. This can range from debt reduction, disability, health and life insurance needs to specific goal planning, such as educational savings (RESPs), retirement planning and of course investment planning and asset allocation.